Aamir Ali Sheikh
Thane
Summary
Dynamic Senior Manager with extensive experience in driving mortgage customer acquisition and leading high-performing teams. Proven ability to deliver exceptional customer service while consistently achieving ambitious sales targets. Strong focus on knowledge sharing and continuous improvement for both personal and organizational growth.
Overview
12
12
years of professional experience
Work History
Senior Manager
Kotak Mahindra Bank Ltd
Mumbai
03.2025 - 07.2025
- Leads and manages a team of Mortgage Loan Officers/Specialists to achieve team-based new-to-bank (NTB) mortgage loan volume and revenue targets.
- Drives new mortgage customer acquisition through strategic external channel development, real estate agent networks, builder relationships, and high-impact referral programs.
- Develops and executes a cross-selling strategy for existing-to-bank (ETB) customers who are pre-qualified for home equity loans, refinancing options, and other mortgage-related banking products.
- Informs the sales team and key external partners of new mortgage products, regulatory changes, and product enhancements to optimize sales pitches and expand market share.
- Plans and oversees targeted sales initiatives and events, such as first-time homebuyer seminars or real estate professional networking events, for prospective clients and partners.
- Coordinates with underwriting, processing teams, and other group companies (e.g., insurance partners) to ensure seamless loan origination, processing, and a superior customer experience.
- Maintains rigorous oversight of the team's sales pipeline and CRM records, tracking loan application status, turnaround times, and customer satisfaction metrics to ensure compliance and efficiency.
SENIOR MANAGER – SALES
YES BANK LTD
Mumbai
09.2021 - 03.2025
- Handling Branch Team for retail Asset Penetration Along with it handling Corporate Salary Channel to Drive All Retail Asset Products majorly Secured Mortgages & Unsecured Mortgages in OD & CC forms
- Managing Assets Help Desk in major corporates for better Customer experience for Lead generation , Addition to it doing self source business from from DSA, Consultants & Open market
- Working closely with Product & credit team to get the cases movement on fater note
- Meeting MOM business numbers on Core and Crosell products which includes:- Credit cards / CASA / Insurance / Demat accounts
MANAGER – SALES
HDFC BANK LTD
09.2019 - 11.2020
- Handling team of 23 Business Development Representative’s, including tell sales & maintaining Sales Productivity of each resource generation of Lead & Business through Corporate & Open Market with Data base Calling & CRM
- Conduct twice weekly evening Con-call sessions, daily posting of sales report Morning & evening, weekly training & team meetings
- Provide coaching, mentoring, training and Buddy calls field calls asking for customer feedback/support to improve sales team performance and advance the abilities of each BDR’s
- In addition to Secured and Unsecured Loan business – we grew the business along with the Revenue of our cluster through CROSS SELL of all the banking Products :-
BUSINESS DEVELOPMENT
EMAAR INTERNATIONAL
Mumbai
01.2019 - 07.2019
- Researches, prospects, obtain leads and develop new business opportunities in order to reach sales targets
- Captures leads and prospects and maintains a database for such prospects
- Validates and verifies all documentation submitted by the customers, prior to processing a sale to ensure compliance with the policy at all times updates himself of the competitors pricing and other initiatives
- Regular meets with clients outside the sales office by scheduling meetings in a way that do not affect sales center operations, Conducts viewing for prospects and assigned tasks within given deadlines
- Represents the company during exhibitions and shows where Emaar is participating or invited also Participate in sales launches / events as per decided locations
- Maintains and develops business with existing customers
- Handles all customers in a professional manner
ASST. MANAGER
AXIS BANK LTD
08.2017 - 10.2018
- Team handling for 18 Relationship officers & 2 Team leaders for All Mortgage Products
- Generation of Business through Branch channel / Corporate / Open market
- Handling Crm and updating of leads on timely basis
- Maintaining productivity of each individual as per bank norms
- In addition to Mortgage business – we grew the Revenue of our cluster through CROSS SELL of all the banking Products
- Target Overachievedwith150% and got qualified for Wild Fire Contest ( for UK - LONDON CALLING)
- Awarded - Best Sales Manager for South Cluster & Central Mumbai Cluster– Mumbai- (AY18-19)
SENIOR RELATIONSHIP OFFICER
AXIS SECURITIES LTD
Thane
11.2013 - 08.2017
- Handling All Mortgage products
- Generation of Leads from Open market and building new relationships with Real Estate Brokers, Builders, Free Lancers and Connectors
- Addition to the services also providing the APF (Approvals for Project Funding) for builders with required schemes
- Handling Crm and updating the leads on timely basis
- Cross Selling of all the banking Products :-
- MF – SIP’S & LUMSUM
- INSURANCE – LIFE & GENERAL
- CREDIT CARDS
- Current Accounts & Saving Accounts
- Achievements :- Got additional Promotion & on roles of AXIS BANK LTD due to Outstanding performance more than 300% growth YOY in FY -16-17 & FY 17- 18 Posted as an Sales Manager – MUMBAI -2
Education
MBA – Marketing -
MANIPAL UNIVERSITY JAIPUR
01.2025
B.COM -
S K Somaiya College
01.2012
HSC -
S K Somaiya Jr. College
01.2009
SSC -
National Education Societies High school
01.2007
Skills
- People-oriented teamwork
- Multi-tasking and project management
- Complex problem resolution
- Quality customer service commitment
- Versatile communication skills
- Persuasive communication
Contests
- Goa (Axis Securities Ltd - Qualified for Goa Calling Contest)
- Jaipur (Axis Securities Ltd- Mortgage Ka sartaj)
- London (Axis Bank Ltd - Mortgage Wildfire)
- DUBAI (EMAAR)
- Goa (Yes Bank Asset Power of one)
Hobbies and Interests
- To play cricket
- Listening to Music
- Travel
Languages
- English
- Hindi
- Marathi
- Gujarati
Pursuing
MBA – MARKETING (MANIPAL UNIVERSITY JAIPUR)
Personal Information
- Passport Number: T2898325
- Date of Birth: 08/12/90
- Nationality: Indian
- Marital Status: Married
Timeline
Senior Manager
Kotak Mahindra Bank Ltd
03.2025 - 07.2025
SENIOR MANAGER – SALES
YES BANK LTD
09.2021 - 03.2025
MANAGER – SALES
HDFC BANK LTD
09.2019 - 11.2020
BUSINESS DEVELOPMENT
EMAAR INTERNATIONAL
01.2019 - 07.2019
ASST. MANAGER
AXIS BANK LTD
08.2017 - 10.2018
SENIOR RELATIONSHIP OFFICER
AXIS SECURITIES LTD
11.2013 - 08.2017
MBA – Marketing -
MANIPAL UNIVERSITY JAIPUR
B.COM -
S K Somaiya College
HSC -
S K Somaiya Jr. College
SSC -
National Education Societies High school